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Our Research & Policy Aim

As a public interest organisation, BETTER FINANCE is committed to advancing the interests of individual investors and users of financial services throughout the European Union.

Our Goal

Our goal is to promote transparency, long-term value, and consumer protection in financial markets, ensuring that retail investors have a strong voice in policy discussions.

Our Approach

Working collaboratively with our member organisations, BETTER FINANCE undertakes rigorous analysis and research, engages in stakeholder consultations, and solicits expert contributions, resulting in well-informed, data-driven policy recommendations.

This approach ensures that EU financial regulations align with the interests of European citizens.

Explore Our Full Library of Publications

BETTER FINANCE Replicates and Discloses ESMA Findings on Closet Indexing

BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up to 165 ...
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/ Position Papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

Closet Indexing Study – Annex 1.E. – Potential Closet Indexers 165 funds

ANNEX 1E BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up ...
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/ Research papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

Closet Indexing Study – Annex 1.D. – Potential Active Funds 848 funds

ANNEX 1D BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up ...
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/ Position Papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

Closet Indexing Study – Annex 1.C. – Funds with Insufficient Data 1172 funds

Annex 1C BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up ...
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/ Position Papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

Closet Indexing Study – Annex 1.B. – No Reported Benchmark 147 funds

ANNEX 1B BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up ...
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/ Position Papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance, Supervision & Redress

Closet Indexing Study – Annex 1.A. – All Funds – 2332 funds

ANNEX 1A BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up ...
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/ Position Papers, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance, Supervision & Redress

BETTER FINANCE SUPPORTS THE PAN-SLOVENIAN SHAREHOLDERS’ ASSOCIATION IN THEIR OPPOSITION TO LEGISLATIVE PROPOSALS BY THE SLOVENIAN GOVERNMENT THAT WOULD SIGNIFICANTLY HARM INDIVIDUAL SHAREHOLDERS

BETTER FINANCE sent out an open letter to the Slovenian Prime Minister and Slovenian Members of Parliament as well as the European Commission’s Directorate”‘General for Financial Stability, Financial Services and ...
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/ Press Releases, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

Support for the Pan-Slovenian Shareholders’ Association (VZMD) to oppose Slovenian Government legislative proposals against the interests of small Slovenian shareholders

It has been brought to our attention by the Pan-Slovenian Shareholders’ Association (VZMD), which is one of our most engaged and dedicated members, that the Republic of Slovenia intends to ...
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/ Public Letters, Capital Markets (equity & bonds), Shareholder Rights & Corporate Governance

PRESIDENCY AND PARLIAMENT AGREE ON REVIEW OF SHAREHOLDERS RIGHTS DIRECTIVE: LIMITED IMPROVEMENTS FOR SHAREHOLDERS

On 9 December 2016 the EU presidency and the EU Parliament agreed on the final version of the new Shareholders Rights Directive (SRD). BETTER FINANCE welcomes the completion of the ...
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/ Press Releases, Shareholder Rights & Corporate Governance

Launch of EuroVote 2016: Boosting Individual Shareholder Rights

A revamped platform facilitating proxy voting now comprises over 1500 European companies. The financial crisis of 2008 revealed significant deficiencies in corporate governance, partly due to a lack of shareholder ...
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/ Press Releases, Shareholder Rights & Corporate Governance

For timely updates on our advocacy and regulatory positions, consult our press releases

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